Entrust Investment Services, Inc

Overview

Entrust Investment Services, Inc. is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses while also serving select institutional clients. The firm operates under a straightforward fee model that includes percentage-of-AUM billing and hourly charges, and it runs educational seminars and workshops as part of its client services. Since its SEC registration in 2024 the firm has shown a clear preference for equity exposure—primarily via exchange-traded vehicles—and combines that with mutual fund holdings and third‑party real estate allocations to build client portfolios. Entrust is not positioned as a capital allocator or pension consultant, and it does not self-identify as an active ESG investor.

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Location & Offices